Director of Investor Relations
Valley Media, Inc. Woodland, CA
Established and managed Investor Relations department for international wholesale distributor and fulfillment services provider of entertainment products with $1 billion in annual sales. Participated in $56 million initial public offering. Conducted corporate training on responsibilities of being a public company.
AVP IR & Finance Administration / Assistant Corporate Secretary
The Money Store Inc. West Sacramento, CA
Coordinate due diligence for company’s sale as part of transition team; served as primary liaison with transfer agent and stock exchanges, public relations agencies and other vendors. Responsible for annual shareholder meetings. Streamlined stock option plan and paid company dividends. Project management for stock exchange moves. Responsible cross-country corporate headquarters relocation, records management, and staffing of 100+ finance positions. Participated in raising capital through securitizations, stock offerings and whole loan sales. Investor Relations responsibilities included setting the corporate calendar, project management of annual report and proxy production, drafting press releases, competitor analysis, managing relationships with agencies and other vendors. The stock price rose over 700 percent in six years.
Assistant Corporate Affairs Adviser
CA State Teachers’ Retirement System Sacramento, CA
Implemented fund’s corporate governance policy, analyzing and voting proxies for over 3,500 companies. Monitored corporate actions and joined class action lawsuits. Analyzed companies’ performance for the purpose of selecting targets for proxy initiatives on corporate annual meeting ballots.
Affinity Wealth Management Wilmington, DE
Buy-side equity analyst contributing to the growth of money under management to $350 million from $170 million.
Entrepreneur in the Wellness Industry
Embracing Balance Inc. Wilmington, DE
Executive Assistant to CFO/ SVP Investor Relations
Incyte Corporation Wilmington, DE
Created fact sheets, press releases, web copy, and internal communications. Responsible for creating and tracking departmental budgets. Researched, selected and managed vendors. Preparation and project management of earnings conference calls, corporate presentations, annual reports, proxy statements and point of contact for press and investor inquiries.
Assistant Financial Planner
Schiavi + Dattani Wilmington, DE
Assisted financial planners in a fee-only practice. Produced net worth reports.
Delaware Tech: Upward Bound, CollegeLink – US Government & Economics
Ursuline Academy Extended Day Program – Study Skills
Tutor: Back to Basics Learning Dynamics
Avatar Investor Relations Wilmington, DE
Advised Valley Media senior management team in investor relations and crisis management.